Retirement Planning & Pensions
Secure Your Future with Confidence
About Us
We help families, businesses, and corporates attain financial security and peace of mind. We offer pension planning, investments, life insurance and business exit strategies in Dublin and have 20+ years of experience.
Our goal is to help you understand financial planning and make informed decisions. Our client-first approach combines industry knowledge with a deep awareness of your needs to help you construct a better financial future.
Our Pension Services
Personal Pensions
Ideal for self-employed individuals or anyone looking to take control of their retirement savings.
Executive Pensions
Designed for business owners and directors seeking tax-efficient ways to save for retirement.
Company Pension Schemes
Ensure your employees’ future while benefiting from potential tax advantages.
PRSA
Flexible and portable solutions tailored to modern lifestyles.
Pension Transfers
Reviewing and consolidating old pensions to ensure optimal performance.
Why Choose Donnelly Financial Planning
Ltd for Your Pension Planning?
We guide you through every step of the retirement planning process and beyond to ensure you get the right results. We help you
Understand Your Options
From Personal Pensions, Executive Pensions, PRSA’s, Company Schemes, Master Trusts, Retirement Bonds, ARF’s, Annuities, Defined Contribution, Defined Benefit, auto enrolment etc. we break down the complexities to empower your decisions.
Maximise Tax Benefits
Take advantage of tax relief while building a strong foundation for your retirement.
Stay On Track
With regular reviews, we ensure your pension aligns with your financial aspirations and life changes.
Frequently Asked Questions
What is the right type of pension for me?
Can I transfer my pension from a previous job?
How much should I contribute to my pension?
What happens to my pension if I move abroad?
